If you're looking to gain deeper insights into your accounts and identify leads with greater accuracy, our advanced filtering system and extensive range of customizable options will provide the tools you need. By leveraging the powerful combinations we offer, you can refine your search criteria, segment your data more effectively and make it easier for your team to comb through important data.
Accessing the Accounts Filter #
To access the accounts filter, select the Accounts Tab from your left hand side navigation panel. Next:
- Select the Filter Icon to open the filter table.
- Choose your filter and sorting options and then click on FILTER to generate results. Selecting enter/return on your keyboard will not generate results, you always have to select FILTER.
- Save commonly used filters for quick access on your Accounts Table. Simply create the filters and select Save as New Tab.
Available Filter Types #
Note: If multiple filters are used in the same search, only accounts that meet all filter criteria will appear in the results.
Main Filters #
| Filter | Description |
|---|---|
| Name | Filters for account names or accounts that contain a similar word |
| Type | Filters between accounts only, leads only, or both |
| Account Pipeline Status | Filters for accounts that belong in a specific status on the accounts pipeline |
| Account Owned By | Filters for accounts owned by a specific user or users |
| Shared With | Filters for accounts who’s ownership has been shared with a specific user or users |
| Assigned | Filters for accounts that have unspecified ownership or accounts without an owner |
| Created Between | Filters for accounts created between the specified date range |
| In List | Filters for accounts that belong to a particular list or lists |
| Not in List | Filters for accounts that do not belong in the specified list or lists |
| Active Status | Filters for Active accounts, Inactive accounts, or both. The Accounts page displays Active accounts only by default |
| Sales Lock | Filters for accounts that have sales lock enabled or disabled |
| Target Account | Filters for accounts that have or have not been designated as Target Accounts |
| Fair Game | Filters for accounts that are Fair Game |
| Has Credit Card | Filters for accounts that do or do not have a credit card on file |
| Has Account Tag | Filters for accounts that have a specific tag or tags applied to them. Clicking the button at the right end of this filter brings up a list of all tags. |
| Agency | Filters for accounts that are represented by a specific Agency |
| Comp Subscription | Filters for Accounts that have Comp Subscriptions |
| Custom Fields | Account specific Custom Fields that have been set up in your account will appear at the bottom of the filters list. |
Sales #
| Filter | Description |
|---|---|
| Product Type | Filters for accounts that have purchased line items that belong to a specific Product Type |
| Product | Filters for accounts that have purchased a particular Product or Products |
| Issue | Filters for accounts that have purchased a specific issue or issues. For issue-based products only |
| Placement | Filters for accounts that have purchased a specific placement |
| Pipeline Status | Filters for accounts that have an open deal in a specific pipeline status |
| Has Past Due Invoice | Filters for accounts that have overdue invoices |
| Last Signed Contract | Filters for accounts that last signed a contract in the specified date range |
| Last Insertion | Filters for the accounts whose last line item is running in the specified date range |
| Not Activity For | Filters for accounts that have not had activity for a time period between one week to three years or accounts with no activity at all |
Primary Address #
| Filter | Description |
|---|---|
| City | Filters for accounts located in the city specified |
| State | Filters for accounts located in the state specified |
| Zip | Filters for accounts in the zip code specified |
| Country | Filters for accounts in the country specified |
Contacts #
| Filter | Description |
|---|---|
| First Name | Filters for accounts that contain a contact with specified first name |
| Last Name | Filters for accounts that contain a contact with specified last name |
| Title | Filters for accounts that contain a contact whose title matches the search criteria |
| State | Filters for accounts that contain a contact or contacts whose state matches the search criteria |
| Country | Filters for accounts that contain a contact or contacts whose country matches the search criteria |
| Contact Pipeline Status | Filters for accounts that contain a contact or contacts who have been assigned a particular pipeline status |
| Contact in List | Filters for accounts that contain a contact that belongs to a specific list |
| Contact Not in List | Filters for accounts that contain a contact that does not belong to a specific list |
| Account or Contact in List | Filters for accounts that belong to a specific list or accounts that contain a contact that belongs to a specific list |
| Account or Contact Not in List | Filters for accounts that do not belong to a specific list or accounts that contain a contact that does not belong to a specific list |
